Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BAXTER CREDIT UNION (DBA BCU)
EIN 23-7250155Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$34.0M assets
Welfare
1
$2.2M premiums
Participants
1,552
340 NORTH MILWAUKEE AVENUE - VERNON HILLS, IL 60061800-388-7000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $34.0M assets / 818 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 952 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$869K
- Vision$745K
- Dental$702K
- Health$672K
- Prescription drug$672K
- Life$248K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
39%top
- SYMETRA LIFE INSURANCE COMPANY39%
- MCS LIFE INSURANCE COMPANY30%
- LIFE INSURANCE COMPANY OF NORTH AMERICA20%
- AETNA LIFE INSURANCE COMPANY9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
46%top
- BUCK GLOBAL LLC46%
- GALLAGHER BENEFIT SERVICES, INC.30%
- ACRISURE LLC20%
- CGF INSURANCE LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BCU U.S. RETIREMENT SAVINGS PLAN
401k
Assets$33.5M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BCU PUERTO RICO RETIREMENT SAVINGS PLAN
401k
Assets$520K
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BCU HEALTH AND WELFARE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives952
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BCU U.S. RETIREMENT SAVINGS PLAN | 401k | $33.5M | 686 | 2024 | |
| 002 | BCU PUERTO RICO RETIREMENT SAVINGS PLAN | 401k | $520K | 132 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BCU HEALTH AND WELFARE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $2.2M | 952 | 2024 |
Retirement plans
Welfare plans